Bari Rogers is a financial advisor with Edward Jones in Albany, OR, holding a Series 66 designation and 17 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she manages a rental property business involving basic repair and tenant management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,000 advisors and 15,000 branch offices nationwide.

Michael Cross is a financial advisor with Ameriprise in Philomath, OR, holding a Series 66 credential and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2014. Outside of his advisory role, he serves on the board of the Heartland Humane Society and acts as treasurer for Boy Scouts Troop 161. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver non-discretionary, personalized recommendation reports as part of a centralized consulting approach.

Ronald Cornelison is a financial advisor with LPL Financial in Corvallis, OR, holding a Series 66 designation and six years of industry experience. His prior roles include positions at JP Morgan Securities, Merrill, Bank of America, and Wells Fargo. He also serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of financial planning and advisory programs, combining in-house and third-party research with discretionary and non-discretionary management options.

Therese Misner is a CFP® professional affiliated with LPL Financial, with 28 years of industry experience. She has held roles at Oregon State Credit Union and Cuso Financial Services, LP prior to joining LPL Financial. Outside of her advisory work, she owns a contemporary art business and manages a farm specializing in polled Herefords. LPL Financial serves a diverse client base including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services supported by model portfolios, third-party subadvisors, and research from LPL Research.

Jana Basden is a financial advisor at Edward Jones in Albany, OR, holding the CFP® and CFA® designations with 39 years of industry experience. She previously worked at Rosenbaum Financial for 15 years and has operated Plutus Advisory Service since 2013. Outside of her advisory work, Basden volunteers as a special advocate for children in the foster care system and has served as a board member and treasurer for the Oregon Archaeological Society. Edward Jones is a full-service wealth management firm serving a diverse client base, including individuals, institutions, and charitable organizations. The firm offers a wide range of advisory programs with a fiduciary standard and is notable for its extensive branch network and affiliated financial services beyond traditional advisory roles.

John Kerekanich is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His prior work includes roles at Oregon State Credit Union, CUSO Financial Services, LP, and Country Capital Management Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary management approaches.

Ryan Mendenhall is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. He has held roles at Avantax Advisory Services and Tax & Wealth Management, LLP, where he also provides tax preparation, consulting, and estate planning services. Additionally, Mendenhall is a commissioned notary public. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, featuring both discretionary and non-discretionary program options.

John Croy is a financial advisor with Edward Jones in Corvallis, OR, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of his advisory role, he serves on the board of the Boys & Girls Club of Corvallis, where he helps establish policy and advocates for the organization. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, operates under a fiduciary standard, and supports its services with a large network of financial advisors and affiliated financial capabilities.

Lisa Vella is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and bringing 11 years of industry experience. She previously worked at RBC Capital Markets from 2012 to 2020 before joining Wells Fargo in 2020. Outside of her advisory role, she is a notary public in Albany, Oregon. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment menus.

Christopher Knackstedt is a financial advisor with LPL Financial in Corvallis, Oregon, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Oregon State Credit Union, CUSO Financial Services, and Suzanne Roppe State Farm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services with access to model portfolios, research, and technology-driven investment strategies.

Timothy Euhus is a Series 66–licensed financial advisor with Edward Jones in Corvallis, Oregon, where he has worked since 2015. He has 10 years of industry experience. Outside of his advisory role, he is a junior high football coach for Santiam Christian in Adair Village, Oregon. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of advisors and branch offices.

Amanda Henevoy is a Series 66-licensed financial advisor with Edward Jones in Corvallis, OR, where she has worked since 2020. She has six years of industry experience, including eight years of prior self-employment. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment strategies and advisory services. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Kerry Dyer is a financial advisor with LPL Financial in Corvallis, OR, holding Series 63 and Series 65 credentials and over 45 years of industry experience. He has been associated with LPL Financial since 2008 and also provides financial planning and consulting services through Financial Advocates Advisory Services. Outside of advisory roles, he is involved in a fixed life and health insurance business operating through Northwest Financial Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and brokerage services, utilizing model portfolios and research from multiple sources and incorporating technologies such as machine learning.

Robert Schreier is a financial advisor at Edward Jones in Corvallis, OR, holding a Series 66 designation with six years of industry experience. Prior to joining Edward Jones in 2019, he worked in sales for Pac-12 at Oregon State Athletics and at KYKN Radio. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jason Harris is a financial advisor with LPL Financial in Corvallis, OR, holding a Series 66 license and 12 years of industry experience. He has been affiliated with Financial Freedom Wealth Management Group, LLC and LPL Financial since 2013. Harris also engages as a public speaker on financial topics. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Toni Dow is a financial advisor with Raymond James Financial in Corvallis, OR, holding a Series 66 designation and nine years of industry experience. Prior to joining Raymond James in 2018, she worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of her advisory role, she is an associate at Ollerenshaw Wealth Management, where she supports financial advisors through account administration and portfolio management tasks. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm emphasizes tailored, non-discretionary planning using analytical modeling and supports a broad network of advisors with specialized programs in municipal advisory and SIMPLE IRA consulting.

Tiffany Chona Giessinger is a financial advisor at Ameriprise with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Ameriprise and its affiliated entities since 2015. Outside of her advisory role, she serves as secretary for Gibson Hill Builders and manages business operations through Kai LLC to support her financial advising franchise. Ameriprise offers retirement-income planning services primarily for individuals with substantial investable assets, providing detailed recommendation reports that integrate research, modeling, and tax-efficiency analysis. The firm combines advisory, brokerage, and insurance solutions through affiliated companies and utilizes algorithmic tools alongside personalized review to support client retirement strategies.

Gary Cotterell is a CFP® professional with 27 years of industry experience. He has been with Edward Jones since 2016, serving clients from Corvallis, Oregon. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, including separately managed accounts and affiliated mutual funds, operating under a fiduciary standard.

Helen Bennett is a CFP®-certified financial advisor with Edward Jones, based in Philomath, OR, and has 17 years of industry experience. She has been with Edward Jones since 2008. Outside of her advisory role, she serves as the head coach for the boys volleyball team at Philomath High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Eric Sundstrom is a financial advisor at Edward Jones in Corvallis, Oregon, holding a Series 66 designation with 12 years of industry experience, all with Edward Jones since 2014. Outside of his advisory role, he owns rental properties in Corvallis. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.